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Altruist
Altruist
51 – 200 Angajați
Sponsor pentru viza H1BConsultanțăLogisticăMarketing
Altruist dezvoltă tehnologie financiară și servicii de brokeraj pentru consultanții de investiții înregistrați. Platforma sa reunește gestionarea portofoliilor, raportarea, facturarea comisioanelor și custodia activelor, ajutând firmele de consultanță să administreze conturile clienților și operațiunile de zi cu zi. Compania oferă și servicii de tranzacționare, inclusiv tranzacționare fără comision, și dezvoltă instrumente menite să eficientizeze activitatea de consultanță. Serviciile de brokeraj și consultanță ale Altruist sunt furnizate prin entități reglementate separate.
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Locurile de muncă ale companiei

Director of Partnerships, Wealth Management Technology

Lead strategic partnerships for Hazel, Altruist’s AI wealth-management platform, spanning technology, distribution, affiliates, and industry alliances. Own major deals and establish the partnerships function.

USStatele Unite ale AmericiiCACalifornia
300.000 $ – 350.000 $ / an
HibridNormă întreagăLiderLimbă Obligatorie: englezăManager de conturiVânzări

Descriere

  • Build Hazel’s partnership pipeline across technology integrations, distribution, affiliates, and industry networks
  • Meet quarterly targets for annual recurring revenue sourced through partnerships
  • Lead senior-level discussions with top broker-dealers, aggregators, and technology providers, advancing opportunities from pilots to platform-wide rollouts
  • Design Hazel’s technology partnership program, including marketplace listings and integrations with major custodians and CRM providers
  • Work with Product to shape the integration roadmap and coordinate go-to-market plans with partner organizations
  • Develop the affiliate channel through relationships with industry consultants and associations
  • Set partnership terms, including revenue sharing, co-selling, and pilot-to-scale agreements
  • Create commercial templates and manage deal structures from start to finish
  • Establish partnership operations, including partner tiers, deal reviews, attribution, joint go-to-market playbooks, and marketplace processes
  • Coordinate with Sales, Marketing, Product, and Finance from deal structuring through advisor activation and revenue recognition
  • Join as Hazel’s first dedicated partnerships hire, spending 80% of the role as an individual contributor and 20% building the function

Cerințe

  • At least 7 years of experience in business development or partnerships, primarily in fintech, wealth technology, or financial services
  • Established network in the registered investment adviser and wealth-management ecosystem
  • History of closing platform-scale deals, including at least one partnership that generated or influenced more than $5 million in revenue
  • Able to lead high-priority discussions with senior executives and judge when to involve the founder
  • Willing to take a hands-on approach and close initial deals personally
  • Strong technical understanding of APIs, integrations, and marketplace requirements
  • Able to build a partner CRM, attribution model, and regular reporting process
  • Experience at a broker-dealer, aggregator, or custodian is a plus
  • Experience at an early-stage company or as its first partnerships hire is a plus
  • Existing relationships with consulting firms and association leaders are a plus
  • Familiarity with AI and agent-based product narratives is a plus

Beneficii

  • Competitive total compensation
  • Premium HMO and PPO medical, dental, and vision insurance plans
  • 401(k) savings plan with a 4% match and immediate vesting
  • 16 weeks of paid parental leave after one year of employment
  • Professional development options, including an employee mobility program and an annual learning and development budget
  • Employee perks program with discounts on pet insurance, fitness, mobile plans, travel, and more
  • Financial guidance program covering debt, spending, savings goals, and home-buying preparation
  • One-month work-from-anywhere policy, with some country exclusions
  • Competitive equity
  • Bonus program for eligible roles

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